Nebius said Meta has signed a five-year agreement for $12 billion in dedicated capacity in multiple locations. The deployment will be based on Nvidia's Vera Rubin platform. Nebius said it will start delivering the capacity in early 2027. Meta has the option to purchase another $15 billion of upcoming Nebius infrastructure over five years to potentially bring the total contract value to $27 billion.
Infleqtion, a neutral atom quantum computing company, said it has delivered a 100-qubit Sqale system to the National Quantum Computing Centre in the UK. The installation of the Sqale platform is part of its broader Quantum Computing Testbed Initiative. Infleqtion recently went public via a SPAC deal and held an analyst day.
More than 4 out of 5 physicians are using AI in their practices, according to the American Medical Association. The 81% of physicians using AI in medical practice is more than double the rate in 2023.
The biggest use cases for physician AI usage is documentation and summarization, research and standards of care and workflows.
Neptune Insurance's Neptune Flood said it will provide real-time preliminary flood insurance quotes within ChatGPT via a Neptune Flood app. The company, which we profiled last year, is building out its direct-to-consumer efforts. Through ChatGPT, consumers can ask about flood risk, get quotes, explore options and transition to Neptune Flood's site to complete a purchase.
See: Neptune Insurance highlights AI exponential, data, build vs. buy trends
Anthropic said Claude will be able to create custom charges, diagrams and visualizations directly into conversations without code. Anthropic announced the feature, which is in beta and turned on by default, in a blog post.
Palantir said it has expanded a partnership with GE Aerospace to improve military aircraft readiness. The company also partnered with sensing company Ondas to build a next-gen intelligence platform. The news is part of the AIPCon 9 customer showcase.
Atlassian said it will cut its workforce about 10% or 1,600 employees. In a post, CEO Mike Cannon-Brookes said the cuts will fund investments in AI and enterprise sales. He said:
"We fundamentally believe people and AI create the best outcomes. Our approach is not “AI replaces people”.
But it would be disingenuous to pretend AI doesn’t change the mix of skills we need or the number of roles required in certain areas. It does.
This is primarily about adaptation. We are reshaping our skill mix and changing how we work to build for the future."
Here's a look at Atlassian's employee growth in recent years.
Nebius and Nvidia announced a partnership that revolves around deploying Nvidia's platforms such as Rubin, Vera CPUs and BlueField Storage. Nvidia will also invest $2 billion in Nebius. Separately, Nebius said it will expand its footprint in Asia-Pacific.
Google said that it has closed the acquisition of Wiz. The company will join Google Cloud and operate as a brand in the security portfolio. The plan is to create a unified security platform that can secure AI and work across the major cloud providers beyond Google Cloud.
See:
Anthropic said it is launching The Anthropic Institute, which will bring together research from the AI company to examine the challenges more powerful AI systems will bring. The effort is led by Jack Clark, Anthropic co-founder. Clark will become Anthropic's Head of Public Benefit. The staff is ramping up and will include interdisciplinary engineers, economists and social scientists.
Nvidia CEO Jensen Huang penned a post on the 5 layer cake of AI. No one following Nvidia will be surprised by what Huang had to say, but the bigger picture is that GTC is likely to feature a lot of architecture talk. Constellation Research analyst Holger Mueller said the post is a good set up for future discussion.
CoreWeave launched two new consumption models designed for AI workloads that may differentiate the neocloud from the pack.
The first model is Flex Reservations, which guarantees peak capacity for workloads that ramp or scale unevenly. Customers buy a capacity ceiling with a lower 24/7 holding fee and only pay full usage rates when instances are active. Flex Reservations are in preview.
In addition, CoreWeave launched Spot, which is a lower-cost option for batch analytics and backfills that can tolerate interruptions. Spot is generally available.
Separately, CoreWeave announced a preview of Dedicated Inference, which gives customers the ability to run custom models in production on chose GPUs.
